Karbon and SuiteFiles are standalone B2B SaaS businesses that are coming together on March 22, 2023 via their brand-new integration, which will bring Karbon contact and organisation data into SuiteFiles.
“Firms today want a single interface that reduces clicks and does what they expect it to do,” said Jared Baker, Managing Director APAC, Karbon. “This integration allows firms to use their contacts and organization data from a single source of truth, and auto-populate into SuiteFiles.”
SuiteFiles CEO Andrew Sims shares, “This integration is of immediate benefit to our customers and also holds future promise for our growth. We’re proud of our 99.6% customer renewal rate which we’ve achieved by combining our intuitive platform with time-saving integrations. In particular, this integration enables existing shared customers of Karbon and SuiteFiles to be even more productive by combining their Karbon data with SuiteFiles’ features. It also appeals to future SuiteFiles customers who are looking to add additional document management capabilities to their existing Karbon subscription or enhance their tech stack by adding both Karbon and SuiteFiles at once.”
As of March 22, 2023, the Karbon and SuiteFiles integration will bring firms’ Karbon contact and organization data into SuiteFiles. From there, they can use their Karbon data in SuiteFiles templates, client portal, and document signing. For example, when a firm onboards a new client, they will create that organization and the contacts under it in Karbon. Then, via the integration, they can use that data to auto-populate an engagement letter, send it to their new client for signing, and have a secure spot for their new client to share files with them and collaborate on them.
For current shared customers, from March 22, 2023, enabling the integration is as easy as copying a connection token from Karbon and pasting it into SuiteFiles.